One platform that follows your business.
You build the processes nobody else offers — and get quotes, invoices, stock and bank along with them. Every module switches on individually, all share one record, Bob operates all of them.
Everything else takes ten tools to do.
Apps & forms
Your own processes in minutes: fields by drag & drop, statuses, conditional groups, photos, signature — offline on site.
Workflows & automations
Approvals, mails, documents, webhooks — on status change or on save, with AI steps and your own functions too.
Permissions
Per role, per status, per field. Every role sees and edits exactly what belongs to it — guests without a licence included.
Dashboards
Metrics, charts and lists per role, shareable with the team — from your apps and from sales.
Documents & Office
File explorer, Word/Excel/PowerPoint in the browser without the Microsoft cloud, documents from templates, controlled QM releases.
Training & QM
Instructions with quiz and proof; document control with draft, review, release and version history.
Communication
Comments with mentions on the entry, team chat, e-mail hub with shared inbox, notifications with rules.
Import & export
Excel, CSV, JSON, Confluence in — the wizard detects the structure. Everything out again any time. Apps as packages between organisations.
Salesnew
Quote, order, invoice, credit note. E-invoicing, VOB progress billing, measurement sheets, kits, your own Word templates.
Stock & purchasingnew
Stock as a ledger, goods receipt, one order per supplier, packing list per job, delivery to site.
Bank & DATEVnew
Reconcile statements, SEPA payment runs with four eyes, posting batches for your accountant.
Shopnew
Sell articles and subscriptions on your own website, payment via your provider, invoice automatically.
PV plannernew
Lay out the roof on the aerial image, check strings and yield — the parts list lands in the quote.
Bob & agents
Asks, configures, posts — with confirmation. Connect Claude and ChatGPT via MCP.
Developer Studionew
Functions in the sandbox, hosted websites, REST API, MCP — for when you do want code.
App Store
Ready-made apps, functions and plugins from us — reviewed, versioned, installed with one click.
From quote to posting — one record, no retyping.
The quote becomes the order, the order the packing list for the warehouse and the purchase order for the supplier, the delivery note the invoice; the payment is recognised on the statement and goes to your accountant as a posting batch. Every step knows the one before.
- 1 Quote catalogue, price list, kit
- 2 Order measurement, amendment
- 3 Sourcing packing list per warehouse, PO per supplier
- 4 Delivery note site or warehouse, partial delivery
- 5 Invoice advance, final, e-invoice
- 6 Bank reconcile, payment run, dunning
- 7 DATEV posting batch, once per period
- Gapless numbering
- Issued documents immutable (GoBD)
- Word templates for your own layout
- Bob does every step on request
Forms that work the way you do.
Fields by drag & drop, statuses with transitions, conditional groups, photos and signature — an inspection report, a site diary, a maintenance job are built in minutes. No code, offline on site, as list, kanban, calendar or Gantt.
You decide
who sees what.
Define precisely who sees or edits which data in which status — and tailor views to every role. Site managers see the whole project. Subcontractors only their tasks. Accounting only the numbers. All in one system.
Lay out the roof, check the yield — the quote is done.
Drag roof areas on the aerial image, place modules, check strings and shading, calculate the yield. Every planning figure writes the parts list into the quote — modules, inverters, mounting system from your catalogue. If the roof changes, an amendment follows, not a new quote.
Word, Excel and your files — without the Microsoft cloud.
OnlyOffice opens .docx, .xlsx and .pptx right in the browser, several people at once, stored in Germany. The file explorer holds folders, rights and versions; documents are created from your own Word templates. For quality management: controlled releases with proof of reading.
05 — AI ASSISTANT BOB Bob thinks along.
So you don't spend hours configuring.
Bob is your smart AI companion at work. He understands your requirements, finds information in seconds, and handles configurations for you — proactively, fast, and whenever you need him.
Ready to free your processes from tool chaos?
No-obligation introductory call. We build a live app with you that mirrors your real workflow.